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270 West Circular Street Suite 1, Saratoga Springs, NY 12866 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-30 |
Branch Locations
270 West Circular Street Suite 1, Saratoga Springs, NY 12866 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2012 | 01/2018 |
| King Wealth Management Group Llc | Saratoga Springs | NY | 02/2012 | Present |
1) Capital Elite FC, 1115 Laurel Lane, Ballston Spa, NY 12020. Not Investment Related. Soccer Club Coach - Beginning 9/1/23. 12-15 Hours/Month, 0 Hours/Month During Trading Hours. 2) State of New York - Notary Public. Not Investment Related. 1 Preserve Way, Saratoga Springs, NY 12866. Notary Public. 08/2017. 1 Hr/Mo; All During Trading Hours. Notary Services. 3) KWMG of NY Inc., Not Investment Related. 270 W. Circular Street, Suite 1, Saratoga Springs, NY 12866. Owner and sole shareholder. Established 7/29/2021. Vendor for the existing King Wealth Management Group, LLC. Spends approximately 20 hours per month, including during securities trading hours, providing management and administrative services exclusively to King Wealth Management Group, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-14 |
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